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Pre-Conference ISM Workshop Description

Workshop Facilitator: Terry L. Moore, BCP-E, Executive Consultant, ISM

SESSION I: Strategic Financial Planning

One of the most critical functions for Board and leadership teams is the creation and utilization of a Strategic Plan.  In this session, we will explore the two types of Strategic Planning and help you choose the best model for your school.  Further, we will teach the basic sustainability variables that must be considered by every independent school when creating their Strategic Plan.  Moreover, the strategic plan is never complete without a financial plan, and tuition impact estimates.  We will also fully explore tuition setting policies so that your Strategic Plan can be fully implemented.  Make sure to bring your computer, as Mr. Moore will walk us through how to create a basic financial planning model using Excel, which you will be able to take back to your school.
Please note: A computer is highly recommended for full participation in this session.

Who should attend?
Heads, Board Members, CFO’s,
and anyone interested in learning about independent school strategic planning

SESSION II: Financial Aid – Understanding Need

Effective Financial Aid Programs begin with a school understanding what financial aid is––and what it is not.  In this fast-paced workshop we will begin by defining NEED at your school.  This will involve consideration of Financial Aid Policies, Awarding Strategies, and Need Assessment Protocols necessary for effective program management.  The goal of this workshop is to demystify need, and to provide effective strategies so that you can be confident in your financial aid decisions. 

Who should attend?
Heads, CFO’s, Admission Directors, Board Members,
and anyone interested in understanding the complex world of Financial Aid

Click here for more information.

In accordance with the standards of the National Registry of CPE sponsors, CPE credits will be granted based on a 50-minute hour. In order to be awarded the full credit hours, you must be present, registering your attendance and departure on the attendance sheets at the registration desk.

View Complaint Resolution Policy

For any questions or more information regarding refund, complaint and program cancellation policies, please contact Alison Carlson in the FCIS office at 813-287-2820 or

FCIS is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Special thanks to FACTS for their contribution to this event and
their support of FCIS.